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Need Cash Now? 5 Options to Access Cash in a Coronavirus Economy

In these times of COVID-19, or coronavirus, and the resulting financial uncertainty, many people are finding themselves strapped for cash. While you’re waiting for the effects of the newly-passed economic stimulus plan to trickle down your way, you may be wondering how to make some money moves now to cover your expenses. By Robin Saks Frankel via Forbes with contribution from Luis F. Rosa, CFP® EA.

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5 Smart Pieces of Money Advice Financial Planners Will Tell You for Free

If there's anyone you should turn to for honest and objective money advice, it's a financial planner. Certified financial planners have a fiduciary responsibility to provide guidance and recommendations that are in your best interest — not theirs, their company's, or anyone else's. That said, financial planners can still offer sound and actionable advice when they're not sitting with a client one-on-one. Here's some of the smart money advice financial planners have shared with us. By Tanza Loudenback via Business Insider with contribution from Luis F. Rosa, CFP® EA.

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Put These 6 Things on Your Year-End Financial Checklist

We know. It’s the holiday season and it can feel dizzying. You’re busy buying gifts, booking travel tickets, whipping up recipes and readying your place for stay-over guests who expect clean towels. It probably sounds like a horrible time to take on more tasks. Yet, if you start checking in with your financial situation now-ish, you could help make sure you aren’t putting your financial goals more out of reach. By Mary Wisniewski via Bankrate with contribution from Luis F. Rosa, CFP® EA.

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How Much Should You Spend on Your Holiday Gifts?

For many of us, the holidays herald a stressful money test: how much should we spend on presents for the kids, parents, spouses, a teacher or two and that fancy friend. It’s a triggering tab we often fret about. Slightly more than half of people (51 percent) say they feel pressured to spend more than they are comfortable with on gifts during the holidays, according to the 2019 Bankrate Holiday Gifting Survey. Moreover, 43 percent of consumers named not having enough money to afford gifts their top holiday money concern, per a November 2019 Early Warning Services’ report. By Mary Wisniewski via Bankrate with contribution from Luis F. Rosa, CFP® EA.

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